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Community Maintenance - Name tab

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Use the Name tab to maintain the community member's name details.
Note: The Name tab is not displayed for Company record types. See Community Maintenance - Company tab in the Community manual.

 Opening the Name tab

To open the Name tab:

  1. Select Module > Community Maintenance from the main menu.
    The Set Community Search Criteria window is displayed.
    Tip: You can also access the Set Community Search Criteria window by clicking .
  2. Search for the community member. See Searching for community members.
    The Constits tab of the Community Maintenance window is displayed.
  3. Click the Name tab.
    The Name tab of the Community Maintenance window is displayed.


Community Maintenance - Name tab key fields and buttons
Fields

Field

Description

Community Record Type

Type of record.
Note: The Name tab is only displayed for Personal and Personal Company records.

Title

Community member's title.

Surname

Community member's last name.

Given

Community member's given name.

Preferred

Community member's preferred name. For example, their given name might be Melinda, but they prefer to be called Mel.

Preferred Formal

Community member's preferred formal name. For example, some cultures may use the family name before the given name in formal situations.

Initials

Community member's initials, automatically derived from the given names entered.

Override Initials

Select Override Initials to enter different initials.

Internal Name

Community member's name as used by the Synergetic database.

Override Internal Name

Select Override Internal Name to enter a different internal name.

Gender

Community member's gender.


Buttons

Button

Description

Opens the Community Names window.
Override community names if required.

Click to display the spouse's details.

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